API GROUP CORP COM STK 00187Y100 52426 2576238 SH SOLE 2576238 0 0 BATH & BODY WORKS INC COM 070830104 48005 761616 SH SOLE 761616 0 0 CARDLYTICS INC COM 14161W105 104443 1244259 SH SOLE 1244259 0 0 CAREMAX INC COM CL A 14171W103 26348 2727524 SH SOLE 2727524 0 0 CARVANA CO CL A 146869102 244661 811373 SH SOLE 811373 0 0 CIT GROUP INC COM NEW 125581801 232986 4484819 SH SOLE 4484819 0 0 DISCOVER FINL SVCS COM 254709108 24570 200000 SH SOLE 200000 0 0 FIRST CTZNS BANCSHARES INC N CL A 31946M103 46425 55060 SH SOLE 55060 0 0 GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206 53262 4850820 SH SOLE 4850820 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 26385 361000 SH SOLE 361000 0 0 HERBALIFE NUTRITION LTD COM SHS G4412G101 14833 350000 SH Call SOLE 0 0 0 HERBALIFE NUTRITION LTD COM SHS G4412G101 220999 5214694 SH SOLE 5214694 0 0 ICICI BANK LIMITED ADR 45104G104 232156 12302900 SH SOLE 12302900 0 0 NCR CORP NEW COM 62886E108 16632 429095 SH SOLE 429095 0 0 NEW YORK TIMES CO CL A 650111107 122138 2478953 SH SOLE 2478953 0 0 RIBBIT LEAP LTD UNIT 99/99/9999 G7552B121 14644 1400000 SH SOLE 1400000 0 0 SCHWAB CHARLES CORP COM 808513105 120485 1654100 SH SOLE 1654100 0 0 SEA LTD SPONSORD ADS 81141R100 336943 1057142 SH SOLE 1057142 0 0